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Frisch Financial Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Frisch Financial Group’s Portfolio PFF Stock Details PFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-146,824
Closed -$4.55M – 176
2025
Q4 		$4.55M Sell
146,824
-143,781
-49% -$4.48M 1.02% 25
2025
Q3 		$9.19M Sell
290,605
-3,597
-1% -$113K 2.14% 16
2025
Q2 		$9.03M Buy
294,202
+9,648
+3% +$290K 2.21% 17
2025
Q1 		$8.74M Buy
+284,554
New +$8.97M 2.45% 15

Other funds holding PFF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Frisch Financial Group's PFF Position: Q1 2026 in Review

Frisch Financial Group sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2026, closing a stake of 146,824 shares — an estimated $4.55M sold.

Frisch Financial Group first reported a position in PFF in Q1 2025 and held it in 4 quarters. The position peaked at $9.19M in Q3 2025. 975 funds tracked by Wall St. Rank hold PFF as of Q1 2026.

  • Frisch Financial Group reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2026 after selling out during the quarter.
  • Frisch Financial Group sold 146,824 iShares Preferred and Income Securities ETF shares in Q1 2026, an estimated $4.55M.
  • Frisch Financial Group first reported a position in iShares Preferred and Income Securities ETF in Q1 2025 and held it in 4 quarters.
  • Frisch Financial Group's iShares Preferred and Income Securities ETF position peaked at $9.19M in Q3 2025.
  • 975 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2026.

Based on Frisch Financial Group's 13F filing for Q1 2026, filed 5 May 2026.